用大模型帮助投资！研究机构：到2029年AI投顾规模将增长600%

Group 1 - The core viewpoint of the article is that the AI investment advisory market is expected to grow significantly, with a projected increase from $61.75 billion in 2023 to nearly $471 billion by 2029, representing a growth of over 600% [2][3] - Currently, about 10% of retail investors are using chatbots for stock selection, and half of the surveyed individuals are open to trying it [4][6] - An experiment reported by Finder indicated that a portfolio selected by ChatGPT achieved a remarkable return of 55%, outperforming mainstream funds in the UK market [4][6] Group 2 - Former UBS analyst Jeremy Leung mentioned that he now uses ChatGPT to guide his investment portfolio, stating that even simple tools can replicate many of his previous workflows [6][7] - Industry experts have raised warnings about the risks associated with using general AI models, emphasizing that they may misquote data and overly rely on existing narratives [6][7] - Leung cautioned that chatbots cannot access data behind paywalls, potentially missing critical analytical information [7] Group 3 - To achieve optimal results, users must provide detailed instructions to the AI, such as specifying the context or using reliable sources like SEC filings [9] - There is a concern that if investors become too complacent after easy gains from AI, they may struggle to respond effectively during market crises or downturns [9]